Jpmorgan Growth And Fund Quote

VGRIX Fund  USD 84.53  0.63  0.75%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Jpmorgan Growth is trading at 84.53 as of the 24th of November 2024; that is 0.75% up since the beginning of the trading day. The fund's open price was 83.9. Jpmorgan Growth has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jpmorgan Growth And are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks issued by U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. The funds adviser applies an active equity management style focused on identifying attractively valued securities given their growth potential over a long-term time horizon.. More on Jpmorgan Growth And

Moving together with Jpmorgan Mutual Fund

  0.66SRJIX Jpmorgan SmartretirementPairCorr
  0.65SRJQX Jpmorgan SmartretirementPairCorr
  0.65SRJPX Jpmorgan SmartretirementPairCorr
  0.65SRJSX Jpmorgan SmartretirementPairCorr
  0.66SRJYX Jpmorgan SmartretirementPairCorr
  0.64SRJZX Jpmorgan SmartretirementPairCorr

Moving against Jpmorgan Mutual Fund

  0.77OBBCX Jpmorgan Mortgage-backedPairCorr
  0.72OBDCX Jpmorgan E PlusPairCorr
  0.39JPICX Jpmorgan California TaxPairCorr
  0.35OSTAX Jpmorgan Short-intermediaPairCorr
  0.32OSTCX Jpmorgan Short DurationPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Value Funds, Large Value, JPMorgan (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date17th of February 2023
Fiscal Year EndJune
Jpmorgan Growth And [VGRIX] is traded in USA and was established 24th of November 2024. Jpmorgan Growth is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Value category and is part of JPMorgan family. This fund at this time has accumulated 4.7 B in net assets with no minimum investment requirementsJpmorgan Growth And is currently producing year-to-date (YTD) return of 20.22% with the current yeild of 0.01%, while the total return for the last 3 years was 8.74%.
Check Jpmorgan Growth Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Growth And Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Jpmorgan Growth And Mutual Fund Constituents

HONHoneywell InternationalStockIndustrials
OXYOccidental PetroleumStockEnergy
AAPLApple IncStockInformation Technology
HIGHartford Financial ServicesStockFinancials
WFCWells FargoStockFinancials
TXNTexas Instruments IncorporatedStockInformation Technology
TFCTruist Financial CorpStockFinancials
MSFTMicrosoftStockInformation Technology
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Jpmorgan Growth And Risk Profiles

Jpmorgan Growth Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Growth financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Growth security.
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